See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,806 | $127,100-29.3% | $105,738-15.1% | $135,375-33.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.57% | 4.49%-12.1pp | 6.27%-13.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,170 | $4,107-22.8% | $3,268-3.0% | $4,779-33.7% |
| Participant deferral / active EE | $1,926 | $5,064-62.0% | $4,080-52.8% | $5,609-65.7% |
| Admin fee / account holder | $12,398 | $9,087+36.4% | $6,913+79.3% | $10,827+14.5% |